Month: September 2022

Duncan Payne graduated from Northeastern University in 2012 with a Bachelor of Arts in History and International Affairs. Shortly after graduating, Duncan served 8 years in the Naval Special Warfare Community as a Navy SEAL. Duncan gained valuable leadership experience and tremendous problem-solving capabilities while on Active Duty.

At PRW, Duncan takes great pleasure in producing customized solutions for clients while making sure their goals are realized and all objectives are met.

Duncan is married to his wife Ashley. They currently live in Boston, MA. He enjoys working out, golfing, skydiving, surfing and real estate.

Nate Baldwin joined PRW Wealth Management, LLC in April 2021 as a Senior Wealth Advisor. He brings to the firm over 22 years of financial planning and investment management experience.

Nate’s primary responsibilities are providing financial planning and investment services to clients, drawing on his own expertise while collaborating with tax, legal, and other internal and external professionals to develop truly comprehensive strategies for clients. He supports our Chief Investment Officer in the performance of investment due diligence, research, and the setting of asset allocation policy. He also monitors, analyzes, and rebalances client investment portfolios. Prior to joining PRW, Nate was a Wealth Management Advisor and Director of Financial Planning at D.K. Brede Investment Management.

Nate earned a B.A. from the University of Massachusetts-Boston and completed the Program for Certified Financial Planners at Boston University. He maintains Series 7 and 63 licenses, is a CERTIFIED FINANCIAL PLANNER^™ professional, and a CFA® charter holder.

Growing up as the son of a pastor, he moved a dozen times and spent parts of his childhood in Oregon, Ohio, Pennsylvania, Maryland, and finally (!) Massachusetts, where he is very happy to have put down roots. He enjoys cooking, reading, being outdoors, but mostly just spending as much time as possible with his wife Christina and their three kids: Ava, Gabby, and Aaron.

Bill Payne is a principal and co-founder of PRW Wealth Management LLC. His primary focus is advanced planning for high net worth individuals and families. This involves a fully integrated approach to managing, preserving, and distributing wealth in a tax-efficient manner. Bill has co-hosted several New England financial radio shows, been a source for television money segments, and authored a number of articles.  His media consults have included articles in Trusts & Estates, Kiplinger’s, National Underwriter, Boston Business Journal, The Boston Herald, Massachusetts Lawyers’ Weekly, and Life Association News.

Bill serves on the boards of Harbor One Bank (NASDAQ: HONE) and The Old Colony YMCA, one of the largest providers of social services in the Commonwealth.  He and his wife Lynne live in Chatham and enjoy as much time as they can get with their six grandchildren.

Debra (Deb) Burns is a Senior Support Advisor at PRW Wealth Management, LLC. She has over fifteen years of experience in financial services and currently holds a Series 65 (NASAA Investment Advisers Law Examination) License along with a MA resident Life & Health Insurance License.

Deb studied Human Development and Elementary Education at Lesley University and obtained her Paralegal Certificate from the National Academy of Paralegal Studies. She is a licensed Notary Public for the Commonwealth of Massachusetts. Prior to joining PRW Deb worked as a Client Services & Transfer Specialist with an Independent RIA firm, and as a Financial Consultant with Webster Investment Services.

She is a 25-year resident of Cape Cod where she resides with her son Taylor. She enjoys off-road beaching, paddle boarding, and hiking with her Lab. She also dedicates a lot of her free time to volunteering for The Fresh Air Fund where she’s served as the Fund Representative for Cape Cod & The Islands for the last twelve years.

Marilyn is a Senior Executive Assistant at PRW Wealth Management, LLC. Her primary responsibilities include providing high level support for senior management, anticipating needs for the PRW team, and providing superior service for our clients.

She has over 20 years’ experience as an administrator in banking and finance. Prior to joining PRW, she worked for a private bank and a large financial firm in Boston.

Marilyn earned her Bachelor’s of Science Degree in Hotel Management from UMass Amherst. She is a licensed Notary Public for the Commonwealth of Massachusetts.

In her free time, Marilyn enjoys traveling and spending time with her two sons, Jared and Jake.

Stephanie is a Senior Support Advisor at PRW Wealth Management, LLC. She has over 15 years’ experience in financial services, focused primarily on delivering exceptional service to clients and building strong, lasting relationships. Stephanie’s experience allows her to work closely with both the investment and insurance teams to help deliver comprehensive solutions to clients. Prior to joining PRW, Stephanie worked as a Client Relationship Consultant with TIAA.

Stephanie holds a Chartered Life Underwriter (CLU) designation from The American College. She maintains Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 66 (Uniform Investment Advisor-Combined State Laws) licenses and is also a licensed insurance agent. Stephanie lives in Braintree, MA with her husband Gabe and their two children.

Cheryl is a Senior Client Service Specialist at PRW Wealth Management LLC and has been with the firm for 20+ years. Her primary responsibilities include the processing of all investment business from inception to completion.  She is also responsible for all client-related service and support.

Cheryl earned her Associate’s Degree in Liberal Arts at Eastern Nazarene College in Quincy, MA.  Through ongoing training sessions and conferences with Charles Schwab & Co., Inc., Cheryl stays current on Schwab’s ever-increasing service offerings. With a client-centric focus, Cheryl delivers these services with her special brand of warmth and professionalism.   With over 30 years in the Financial Services Industry, if you have a question, Cheryl will have the answer or find it for you.

In her free time, Cheryl is an avid movie enthusiast, loves fine dining, and spending time with family.  She especially cherishes her time with her nieces and nephews.

Gary Wentling is the Director of Finance and Operations for PRW Wealth Management LLC.  His primary responsibility is managing the firm’s daily operations.  This includes workflow and project oversight, financial accounting, computer network administration, human resource administration, and team management.

Gary has over 25 years of experience in the financial services industry.  Prior to joining PRW, he was the Vice President of Operations for a regional appraisal and consulting firm.  Previously, he worked for the commercial lending division of a major trust company, where his responsibilities included financial analysis and internal support.

Gary earned a Bachelor of Arts degree in History with a concentration in Political Science from Westchester University of Pennsylvania and a Masters of Business Administration from Babson College.

Thaddeus “Ted” Dziuba is PRW Wealth Management’s Director of Advanced Planning.  He recently celebrated his 15th anniversary at PRW, having joined in 2008 to assist in the firm’s wealth transfer and estate planning endeavors.  Ted’s primary responsibilities include life insurance product research, case management and design, maintaining insurance carrier relationships, medical and financial underwriting, inforce policy servicing, and providing support for all client-related questions and issues.  He is a licensed Producer and Adviser of Life Insurance in the state of Massachusetts, and holds the designations of Chartered Life Underwriter (CLU^®) and Chartered Financial Consultant (ChFC^®) from the American College of Financial Services.

Ted earned his Bachelor of Science degree in Business Management at Babson College, with a double concentration in Marketing and Management Information Systems.  After graduation, Ted became the school’s first ever position-player to be drafted by a major league baseball team when he was selected by the New York Mets in the 33rd round of the 2006 First Year Player’s draft.  He’s continued his passion for the sport over the years as a member of several amateur basebal teams throughout the greater Boston area.

He and his wife Merri reside in Medford, MA where they spend their days chasing around their 3-year old son TJ.

Janice is an attorney with over 25 years of assisting affluent clients and advisors on comprehensive, complex and effective wealth accumulation, conservation and transfer planning. Janice supports the work of other professional advisors in helping clients achieve their complex estate and wealth management planning goals.

Janice provides highly technical and sophisticated legal support to clients and their advisors. She strives to deepen relationships with the client’s attorneys, accountants, trust officers and others working to provide the client with thorough and integrated planning.

Janice began her career in the private practice of law representing affluent clients and business owners. She went on to hold management positions at several top life insurance carriers where she continued her focus on supporting clients and advisors in attaining their goals. Janice is a popular speaker who has presented at various forums throughout the country on topics for advisor, industry and client audiences. She has published numerous articles in national publications and has been quoted in On Wall Street, Advisor Today, Yahoo! Finance, Plan Advisor, National Underwriter, Boomer Market Advisor and Boston Business Journal.

Janice is an honors graduate of The University of Vermont and she earned her Juris Doctor from Vermont Law School where she was a member of the Vermont Law Review. She has served as an adjunct professor teaching legal courses at a business school in the northeast, where she also served on the Business School Advisory Board. She was president of her law school Alumni Association and is a former member of the Vermont Law School Board of Trustees.  She is a member of the Boston Estate Planning Council, the Trusts and Estates Consortium, and the Boston Bar Association.